Portfolio

Certifications

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Experience

1. Customer Service Experience

Here are summarized reviews from customers over my 11 years in the customer service industry:

“ I can’t believe that I got on the phone cursing and hollering. Instead of responding with the same energy towards me, you let me vent and then fixed my problem quickly in about 5 minutes. I wish I had gotten you to solve my problem on the first call...”

~Disgruntled gentlemen

“ I had to call five different agents before getting to you and none of them knew how to fix my problem and kept bouncing me from one department to another. I get you on the phone and you solve my problem quickly and fully. I wish I had you be the first agent I got when I called the first time.”

~Disgruntled Elderly Lady

“ Man, I love that when I got on the phone freaking out that my phone was spinning around on the screen and showing rainbow colors and that I couldn’t use it. You calmed me down by describing the problem in a funny way by saying that the phone was acting like Alice in Wonderland. Then you quickly put in the repair order and thoroughly explained the steps I needed to take for a smooth transition in the companies policies and processes.”

~Confused Younger Lady

2. Email Management

3. Calendar Management

4. Business Cards

5. Logos

Potential Client Letter Template 

Hi (Client’s name),

I noticed your job advertisement in (FB group, Craig’s List, Referral, etc.) seeking a Professional Bookkeeper, and I would like to take this opportunity to introduce myself. My name is (your name), the founder of (Your Company name). I have gained experience in the financial industry over the past four years, which I thoroughly enjoy.

I assist small businesses in enhancing their financial management by optimizing their bookkeeping processes and delivering valuable insights that can foster their business growth.

As a Bookkeeper, my primary role is to provide your business with the assurance required to concentrate on its growth. With my services, you can rest easy knowing that your financial reports will be accurately prepared for tax season.

After reviewing your job description, I believe I possess the necessary skills to assist you. I have previous experience in precise financial tracking and strategic budgeting.

I have attached (examples of value work, see below).

As your dedicated bookkeeper, my utmost priority is to ensure the continued financial success of your business. You can have complete confidence in me to adeptly handle all aspects of financial reporting and budgeting, allowing you to fully concentrate on your core strengths of growing your business.

Are you available (insert your next available date) for a virtual coffee chat? We can go over some ways that I can help you and your biz. If not, here is a link to my calendar where you can schedule an appointment: (link).

Please let me know if you have any questions at all. My contact info is: (input information)

Thank you,
Your Signature

Your company name

Examples of how to add VALUE to your proposal:

  • Examples of budgeting with confidential info redacted
  • Graphs showing business growth
  • Show QuickBooks utilization
  • Use other systems to keep financial reports organized